
公司股票有望在近一年内首次收盘创历史新高,因为该软件制造商的四个月涨势正在加速。
Corp. shares are on pace to close at their first record in nearly a year as the software maker’s four-month rally gains momentum.
截至纽约时间上午9:56,该股曾上涨至多1.8%,达到551.13美元,有望突破自2025年10月以来一直保持的纪录。自6月低点以来,微软股价已上涨超过50%,市值增加约1.5万亿美元,因为人们对该公司及其在人工智能领域地位的情绪持续改善。
The stock rose as much as 1.8% to $551.13 as of 9:56 a.m. in New York, putting it on track to take out a record that has stood since October 2025. Microsoft has gained more than 50% from a June low, adding roughly $1.5 trillion in market value, as sentiment toward the company and its position in artificial intelligence continues to improve.
这一里程碑标志着微软的戏剧性逆转,就在几个月前,由于人们担心在AI基础设施上的巨额支出未能产生足够回报,以及对软件供应商可能面临的颠覆的担忧,微软曾是标普500指数中表现最差的公司之一。该股在6月下跌17%,为自2000年以来最差的一个月,市值蒸发近6000亿美元。
The milestone caps a dramatic reversal for Microsoft, which just a few months ago was among the worst performers in the S&P 500 Index amid concerns that heavy spending on AI infrastructure wasn’t generating sufficient returns, as well as fears about potential disruption facing software providers. The stock dropped 17% in June, its worst month since 2000, erasing nearly $600 billion in market value.

这一切在7月29日的财报中发生了转变,该财报显示微软云计算业务在四年内实现了最快的收入增长。次日股价飙升16%,为反弹奠定了基础,使微软实现了自1998年以来最佳的季度表现。
That all changed with a July 29 earnings report that revealed the fastest revenue growth for Microsoft’s cloud computing business in four years. The stock jumped 16% the following day, setting the stage for a rebound that resulted in Microsoft’s best quarterly showing since 1998.
在7月财报发布后,至少有两家公司将该股票的评级上调至买入,表达了对微软抓住人工智能服务需求能力的信心。
At least two firms raised their ratings on the stock to buy in the wake of the July earnings report, expressing confidence in Microsoft’s ability to capitalize on demand for AI services.
在彭博社追踪的覆盖微软的72家分析师中,目前有68家给出买入评级,且没有卖出评级。根据彭博社汇总的数据,该股票的平均目标价为584美元,较周一收盘价在未来12个月内有约8%的上行空间。
Of the 72 analysts tracked by Bloomberg that cover Microsoft, 68 now have buy ratings and there are no sells. The average price target on the stock of $584, implies upside of about 8% over the next 12 months from Monday’s close, according to data compiled by Bloomberg.
尽管微软近期有所增长,但由于上半年表现疲弱,其股票在2026年仍然是落后者。截至目前,其股票年内上涨约14%,而科技股占比高的纳斯达克100指数上涨21%,标普500指数上涨14%。
Despite Microsoft’s recent gains, the stock remains a laggard in 2026 due to its first half slump. The shares have risen about 14% this year, compared with 21% advance for the tech-heavy Nasdaq 100 Index and 14% for the S&P 500.
在所谓的“七巨头”科技公司中,微软的表现与Meta Platforms公司、Alphabet公司和亚马逊公司大致持平,但落后于苹果公司和英伟达公司,这两家公司的涨幅均超过20%。
Of the so-called Magnificent Seven tech giants, Microsoft’s performance is roughly in line with Meta Platforms Inc., Alphabet Inc. and Amazon.com Inc., but lags both Apple Inc. and Nvidia Corp., which are up more than 20% each.